Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.
From the day we began our firm, we have operated as a fiduciary firm. View our Fiduciary Manifesto here.
Mike founded Oak Wealth Advisors LLC in 2008. Mike’s passion for helping people led him to open the firm so that families seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the wealthy. email
Randi counsels families with special needs members and develops the materials that are used to assist them in maximizing their opportunities. Her passion, training, and experience provide her with a unique set of skills for connecting with our clients and delivering strategies. email
Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management. email
